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Building 2SALEM PARTNERS WEALTH MANAGEMENT, LLC

Map pinLOS ANGELES, CA
Phone310-806-4200
NotebookSEC #801-63354
Total AUM
$1.5B
Employees
8
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11111 SANTA MONICA BLVD
SUITE 2250
LOS ANGELES
CA 90025
United States
Operating Hours
8 AM - 6 PM
Monday - Friday
Phone
310-806-4200
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
220
Discretionary
$1.5B
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
46
AUM
$1.5B
Other Clients
3
AUM
$214.8K
Description of Other Clients
FOUNDATION

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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